Personal Banker IV - Thousand Oaks

Overview

We are seeking a dynamic Personal Banker IV, who is experienced in supporting the Branch Manager with oversight of the branch. Accountable for all aspects of performance including deposit/loan growth, member services, business development and operations for the branch.

Responsibilities

• Build strong relationships to promote member retention and loyalty, provide exceptional service while identifying member’s needs.
• Assist in supervising branch team members, ensuring optimal performance.
• Perform a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, and sell cashier's checks with a high degree of accuracy in accordance with Credit Union policies and procedures, including robbery procedures.
• Preserve privacy on member account information and security of assigned cash and keys by complying with all applicable branch security procedures.
• Perform a variety of duties related to member accounts including member correspondence, instant issue debit cards, file maintenance, and telephone inquiries.
• Perform complex senior-level services such as opening accounts, accepting and processing loan applications, handling member service requests, business accounts/loans, wealth management, licensing, and special accounts.
• Engage in need-based selling and member relationship responsibilities.
• Ensure member requests and questions are promptly resolved, and handle member complaints.
• Inform members of Credit Union services and policies, maintaining and protecting the Credit Union’s quality reputation.
• Ensure the branch balances all transactions at the close of each day, run related reports, and complete all checklists.
• Act as a designated Mortgage Loan Originator (MLO), complying fully with the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act.

Requirements

• High school graduate or equivalent (College degree preferred).
• 3 to 5 years of branch banking experience.
• Advanced understanding of credit union products and services.
• Demonstrated track record of success meeting and/or exceeding established advanced sales and lending goals in a relationship-focused sales environment.
• Outstanding member experience and cash handling experience.
• Supervisory/Management experience preferred.
• Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team.
• NMLS license required.

Schedule

Branch hours: 8:30am - 5:30pm Mon-Fri, 8:30am-1:30pm Sat

Pay

The base pay range for this position is: $30.27 – $37.84 hourly plus incentives (guaranteed $500/month for the first three months).

Benefits

• Competitive pay.
• Subsidized health care including medical, dental, and vision.
• FSA and HSA.
• Pet Insurance.
• Company-Paid Life and A&D insurance.
• Discounts on loans (must be a member).
• Paid Vacation, Holiday, and Sick time.
• 401k Retirement Savings Plan with a 6% safe harbor employer match.
• Educational Assistance Program and more.